Vault-13

B Riley Financial, Inc., 6.50per, due 09/30/26 RILY 6.5 09.30.26

PREFERRED · PUBLIC · CUSIP 05580M801

0 institutional holders -1 vs Q1 2023
—reported value*
0 new 0 added 0 reduced 1 sold out net sold ≈ $394.0k (-42.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

012Q3 22: 2Q4 22: 2Q1 23: 1Q2 23: 00Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 20222
Q4 20222
Q1 20231
Q2 20230

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
202Q4 22: 0 bought or addedQ4 22: 2 cut or sold outQ4 22Q1 23: 1 bought or addedQ1 23: 1 cut or sold outQ1 23Q2 23: 0 bought or addedQ2 23: 1 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202202
Q1 202311
Q2 202301

Biggest buyers

None

Biggest sellers

RESOURCES MANAGEMENT CORP /CT/ /ADV Sold out -42,350-42.4k

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change